See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,307 | $185,822-79.9% | $169,993-78.1% | $139,434-73.2% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 19.70% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $699 | $7,590-90.8% | $6,785-89.7% | $4,751-85.3% |
| Participant deferral / active EE | $4,105 | $11,622-64.7% | $10,408-60.6% | $6,710-38.8% |
| Admin fee / account holder | $28 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |